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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    LivePlan

    Score8.8 out of 10
    Small Businesses (1-50 employees)
    LivePlan is business plan software for entrepreneurs. Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

    $15

    Monthly & Annual billing options available

    Fathom by The Access Group

    Score9.4 out of 10
    N/AFathom is a management reporting, forecasting and financial analysis tool from the Access Group. It helps users to assess business performance, monitor trends and identify improvement opportunities. Fathom combines business planning with simple three-way cash flow forecasting.

    $44

    per month

    Pricing
    LivePlanFathom by The Access Group
    Editions & Modules
    LivePlan Premium
    Starting at $30/month
    Monthly & Annual billing options available
    LivePlan Standard
    Starting at $15/month
    Monthly & Annual billing options available
    Starter
    $44
    per month
    Silver
    $225
    per month
    Gold
    $325
    per month
    Platinum
    $575
    per month
    Offerings
    Pricing Offerings
    LivePlanFathom by The Access Group
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsLivePlan Standard Includes: - Step-By-Step Instructions - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - 500+ Sample Plans LivePlan Premium includes everything in Standard, plus: - Industry Benchmark Data - Financial Forecast Scenarios - Performance Dashboards - Milestone Planner - LiveForecast - Syncs with Xero & QuickBooks All subscriptions come with a 60-day money-back guarantee and access to expert customer support.—
    More Pricing Information
    Community Pulse
    LivePlanFathom by The Access Group
    Considered Both Products
    Palo Alto Software
    Chose LivePlan
    I've tested Fathom. Though the UX & visualization tools are far superior, it(Fathom) ultimately did not consider the end-user / real-world application. It looks good but isn't useful, where LivePlan is the converse.
    Incentivized
    The Access Group
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    LivePlanFathom by The Access Group
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of LivePlan and Fathom by The Access Group
    Feature
    LivePlan
    -
    Ratings
    Fathom by The Access Group
    10.0
    2 Ratings
    8% above category average
    Long-term financial planning00 Ratings10.02 Ratings
    Financial budgeting00 Ratings10.02 Ratings
    Forecasting00 Ratings10.02 Ratings
    Scenario modeling00 Ratings10.01 Ratings
    Management reporting00 Ratings10.02 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of LivePlan and Fathom by The Access Group
    Feature
    LivePlan
    -
    Ratings
    Fathom by The Access Group
    10.0
    2 Ratings
    11% above category average
    Personalized dashboards00 Ratings10.01 Ratings
    Color-coded scorecards00 Ratings10.01 Ratings
    KPIs00 Ratings10.02 Ratings
    Cost and profitability analysis00 Ratings10.02 Ratings
    Key Performance Indicator setting00 Ratings10.02 Ratings
    Benchmarking with external data00 Ratings10.01 Ratings
    Revenue Forecasting00 Ratings10.02 Ratings
    Budgeting Tools
    Comparison of Budgeting Tools features of LivePlan and Fathom by The Access Group
    Feature
    LivePlan
    -
    Ratings
    Fathom by The Access Group
    10.0
    2 Ratings
    11% above category average
    Automated Budgeting00 Ratings10.01 Ratings
    Financial Planning Collaboration00 Ratings10.02 Ratings
    Budget Customization00 Ratings10.02 Ratings
    Departmental Budgeting00 Ratings10.02 Ratings
    Import & Export Tools00 Ratings10.02 Ratings
    Best Alternatives
    LivePlanFathom by The Access Group
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Enterprises
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    LivePlanFathom by The Access Group
    Likelihood to Recommend
    9.6
    (6 ratings)
    10.0
    (4 ratings)
    Usability
    -
    (0 ratings)
    9.5
    (3 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    LivePlanFathom by The Access Group
    Likelihood to Recommend
    Palo Alto Software
    All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.
    Incentivized
    Read full review
    The Access Group
    I have found Fathom to be well suited for all meeting types since you can control the visibility of each recording.
    Incentivized
    Read full review
    Pros
    Palo Alto Software
    • It makes it easy and simple to plan and budget the business.
    • It allows creating of accurate business forecasts.
    • It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
    • It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.
    Incentivized
    Read full review
    The Access Group
    • Xero Integration
    • Instant Financials Reports
    Incentivized
    Read full review
    Cons
    Palo Alto Software
    • UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
    • The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.
    Incentivized
    Read full review
    The Access Group
    • Honestly I do not have any Cons to add.
    Incentivized
    Read full review
    Usability
    Palo Alto Software
    No answers on this topic
    The Access Group
    User-friendly, precise transcriptions and efficient dashboard and interface
    Incentivized
    Read full review
    Support Rating
    Palo Alto Software
    No answers on this topic
    The Access Group
    I have not used customer support.
    Incentivized
    Read full review
    Alternatives Considered
    Palo Alto Software
    We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.
    Incentivized
    Read full review
    The Access Group
    We also used Spotlight reporting before we tried out Fathom and we found Fathom much easier to navigate and Xero integration, consolidation are very strong feature of the product. Spotlight reporting is similar to Fathom however, Fathom is more flexible, there are better visual reports and grafts and we found it easier to customize the reports templates. You can also share the reports with multiple group of people online.
    Incentivized
    Read full review
    Return on Investment
    Palo Alto Software
    • It has made it easy to create sensible budgets and run our business within the proposed budgets to avoid overspending.
    • It allows us to keenly follow up and keep track of how the business is performing thus getting to know on which ares we should improve.
    • It helps us have accurate future insights of the position of our business thanks to its forecasting functionality.
    • It helps us to create outstanding business plans and fund the plans which help us grow our business by improving its productivity.
    Incentivized
    Read full review
    The Access Group
    • it saved us few hours a month to prepare consolidated reports.
    • it made is easy to understand the financials with visuals
    • Integration with Xero also made it much accurate
    Incentivized
    Read full review
    ScreenShots

    LivePlan Screenshots

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